When it comes to building and protecting your wealth, you need more than just investment advice—you need a coordinated financial game plan. That’s where we come in. At Allan Bush Investment Team, we step in as your financial quarterback, helping you navigate all aspects of your financial life, from big purchases to small – they all matter.

Whether you’re saving for retirement, managing taxes, investing for income, or planning your estate, a great advisor does more than manage your portfolio. They lead a team of experts and ensure every part of your financial life works in harmony.

What Is a Financial Quarterback?

Just like a quarterback calls the plays on the field, Allan Bush and his immediate and integrated Team can coordinate all parts of your financial strategy—from investments and insurance to tax planning and estate considerations. Instead of working with disconnected professionals, you gain a single point of contact who sees the full picture and helps guide your financial decisions with clarity and confidence with a group of hand-picked professionals.

The Role of a Financial Quarterback in Canada

Here’s how the Allan Bush Investment Team works to get this done:

1. Investment Planning That Aligns With Your Goals

Allan Bush Investment Team designs a custom investment strategy based on your risk tolerance, time horizon, and life goals—whether that's early retirement, a cottage up north, or leaving a legacy for your family. We ensure your portfolio stays aligned with your evolving financial picture.

2. Retirement Income Planning

As retirement approaches, Allan Bush Investment Team helps you shift from accumulation to income generation. We guide you through decisions around RRSP withdrawals, TFSA use, CPP/OAS timing, and more—maximizing your retirement income while minimizing taxes.

3. Tax Optimization Strategies

Taxes can quietly eat away at your returns. Allan Bush Investment team works with our integrated team of seasoned tax advisors, along with your accountant or tax professional to implement tax-efficient investment strategies, including income splitting, tax-loss harvesting, and proper asset location between registered and non-registered accounts.

4. Coordinating With Other Professionals

Your financial life involves many players—accountants, lawyers, insurance specialists, and mortgage brokers. Allan Bush Investment Team works with your existing team—or brings in our integrated team of trusted professionals—to ensure everyone is on the same page and working toward your financial success.

5. Estate and Legacy Planning

Allan Bush Investment Team can help structure your estate in a way that reflects your values while minimizing probate fees and taxes. We coordinate with your lawyer to ensure wills, powers of attorney, and beneficiary designations are up to date and aligned with your investment and insurance strategies.

Why This Matters Now More Than Ever

In today’s uncertain economic climate—rising interest rates, inflation, and global market volatility—financial decisions are more complex than ever. Having our Team oversee your full financial picture can orchestrate a clear, flexible plan that is invaluable.

Rather than navigating each piece in isolation, we can help you:

• Avoid conflicting strategies
• Stay focused on your long-term goals
• Make smart, timely decisions across your financial life

One Trusted Partner, Total Financial Coordination

If you're tired of juggling advice from multiple sources or making financial decisions in silos, it may be time to contact our team to help take on a bigger role. By acting as your financial quarterback, we can provide strategic leadership, coordination, and ultimately peace of mind.

At the Allan Bush Investment Team, we pride ourselves on offering holistic financial guidance that brings every piece of your plan together. Whether you're just starting out or managing a complex portfolio in retirement, we're here to help you move forward with confidence.

Let’s talk about your game plan.
Book a complimentary consultation today and discover how Allan Bush Investment Team can help you take control of your entire financial future.